Bayhunt Capital as of Dec. 31, 2025
Portfolio Holdings for Bayhunt Capital
Bayhunt Capital holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Homes 4 Rent Cl A (AMH) | 8.2 | $15M | 462k | 32.10 | |
| Gaming & Leisure Pptys (GLPI) | 8.2 | $15M | 331k | 44.69 | |
| Brixmor Prty (BRX) | 8.2 | $15M | 564k | 26.22 | |
| Extra Space Storage (EXR) | 8.1 | $15M | 113k | 130.22 | |
| Highwoods Properties (HIW) | 7.2 | $13M | 508k | 25.82 | |
| Simon Property (SPG) | 7.0 | $13M | 69k | 185.11 | |
| Ventas (VTR) | 6.9 | $13M | 161k | 77.38 | |
| Urban Edge Pptys (UE) | 5.8 | $10M | 544k | 19.19 | |
| American Healthcare Reit Com Shs (AHR) | 5.8 | $10M | 221k | 47.06 | |
| Stag Industrial (STAG) | 5.7 | $10M | 281k | 36.76 | |
| Mid-America Apartment (MAA) | 4.8 | $8.6M | 62k | 138.91 | |
| Americold Rlty Tr (COLD) | 4.6 | $8.4M | 655k | 12.86 | |
| Meritage Homes Corporation (MTH) | 4.4 | $7.9M | 120k | 65.80 | |
| Alexandria Real Estate Equities (ARE) | 3.8 | $6.9M | 140k | 48.94 | |
| EastGroup Properties (EGP) | 3.5 | $6.3M | 35k | 178.14 | |
| Healthcare Rlty Tr Cl A Com (HR) | 3.4 | $6.2M | 367k | 16.95 | |
| Pulte (PHM) | 2.3 | $4.2M | 36k | 117.26 | |
| Douglas Emmett (DEI) | 2.2 | $4.0M | 365k | 10.99 |
